Financial Adviser Advocate

Helping you help your clients grow and prosper

How to Demonstrate You are a Fiduciary

With a heightened focus on providing fiduciary care, I’ve developed a worksheet that I give to prospects to determine if I – or any other broker or advisor – will always act in their best interests.

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The Great, Unanswered Retirement Question

There is an overarching retirement planning question that goes unanswered or is never brought up during an adviser-client meeting.

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How to Implement the Retirement Lifestyle Planning Tool

Request Instructions for implementing the retirement lifestyle planning exercise -You Vision into your financial planning practice.

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